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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,313 | $93,617+38.1% | $135,982-4.9% | $75,177+72.0% |
| Participation rate | 83.9% | 75.2%+8.7pp | 81.9%+2.0pp | 67.2%+16.7pp |
| Annual return | 19.54% | 30.89%-11.4pp | 68.32%-48.8pp | 160.75%-141.2pp |
| Employer contribution / active EE | $1,861 | $3,538-47.4% | $4,859-61.7% | $2,671-30.3% |
| Participant deferral / active EE | $5,188 | $6,406-19.0% | $7,760-33.1% | $4,126+25.7% |
| Admin fee / account holder | $3,567 | $6,980-48.9% | $10,767-66.9% | $5,651-36.9% |